Alex Lewis CPA, CFP®
A member of the financial services industry since 2010, Alex Lewis joined the Blackbridge Financial team in 2016 and has been managing the team since 2020. Alex is driven by the goal of enhancing the lives of his clients in the pursuit of their financial goals and ensuring their assets will make an impact on the causes they are passionate about.
Alex graduated from Anderson University with a Bachelor of Science in Financial Economics and Accounting. He has been trained as a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA). In his free time, Alex can be found spending time with his family, golfing, enjoying the outdoors, and exercising.
A recognized leader in the industry, Alex has received numerous accolades including:
- Forbes Top Next-Gen Advisor (2021)
- Forbes Best-in-State Wealth Advisor (2023, 2024)
- LPL Financial Chairman’s Club member for 4 consecutive years (2020–2024), awarded to the top 4% of LPL Financials’ 21,000+ advisors
- Ranked #99 in the 100 Fastest Growing Advisors in AdvisorHub’s 2024 1,000 Advisors to Watch
AWARDS
Volunteer/Charity Work: Alex and his wife, Carrie, are members of Riverland Hills Baptist Church, where Alex serves as a Deacon and member of the finance committee.
Favorite vacation destination: The Grand Canyon
First job: Stagehand for a live music production company
Favorite breakfast food: Bacon, egg, and cheese biscuit
Top item on your bucket list: Visiting every SEC football stadium
Disclosures:
a) The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
b) The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
c) For AdvisorHub's 100 Fastest Growing Advisors, nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
d) LPL Chairman's Club membership is based on annual production.
